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Support Spot – October 2015

Support Spot – October 2015

posted by: Jon Winther date: Sep 30, 2015 category: Blog comments: Comments Off on Support Spot – October 2015

Recent Updates to BestNotes and Documentation

  • Advanced Contact Search on Search bar and in Contacts list (Dashboard button – lower left)
  • Tasks Dropdown allows you to jump / open a contact’s profile page by right-clicking on a task with a contact’s name.
  • Ledger Settings – SNOMED Field.

To view our BestNotes recent updates, Click HERE.


Recent Common Tickets

One of my users is reporting the Med/Clinical window -> Master Treatment Tx is not allowing them to change information.

  • Q: How did it get locked?
  • Answer: If the user copied and pasted any information into the Tx without using the Notepad, BestNotes is detecting other code that got copied and is locking from further edits

Q: What steps can I take to unlock it?


  1. Find clues to know where the issue is and delete similar boxes (e.g. different font than Aerial).
  2. NOTE: This information will need to be entered using the BestNotes Notepad (for more information, Click HERE).
  3. If you are not able to fix it yourself, please create a ticket on with the following: the client’s (patient’s) CID, the tab or document that is locked, and the last Field ID that can be edited.
  • Hover over the field, radio button, or text box to display the Field ID.


To view the BestNotes Frequently Asked Questions (FAQs), Click HERE.


Tips & Tricks

Link contacts to the Portal:

  1. Each contact that will be using the portal needs to have an account on the Portal (for more information, Click HERE).
    • NOTE:  Each Related Contact will need the Web Portal Relationship (permission) checked, as well.
  2. Navigate to each of these portal contact’s details windows and click “Link” (blue, lower-right).
  3. Any item in the contact’s Activity Log with the Globe icon and these contacts selected will have those items visible on the portal.
    • NOTE: If a Client (Patient) does not have Related Contacts, then All Authorized will link to the Client.

To add another application or edit a previous application use Unlink:

  1. Navigate to each of these portal contact’s details window and click “Unlink” (blue, lower-right).
  2. When the application process is submitted again, Archive and Lock the application(s).
  3. Navigate to each of these portal contact’s details window and click “Link” (blue, lower-right).

For more information, Click HERE.


Welcome to BestNotes

Allegiance Addiction Recovery Center, Inc.
Amanda Cue
Apple Valley Counseling Services
California New Life Detox and Recovery Homes, Inc.
Carrie L Gottschalk PC
Clearview Horizon
Clinical Addiction Recovery Institute
Dezerae Nash-Spacek, LPC
Excelsior Youth Center
Frameworks CTR
Free by the Sea
Gloriosa Management LLC
Hanbleceya Treatment Center
Hawley Winter Licensed Marriage and Family Therapist, Inc.
Intercept Associates
Kelly Bawden
Ken Seeley Communities
LIFE Walk Solutions
Matrix Institute on Addictions
PACE Recovery Center
Red Oak Centers
Revive Detox
Seacrest Recovery Center
SMP Recovery
The Brookhaven Center for Counseling and Wellness
The Road, Inc.
Tyler Horn, LCSW


Social Network Updates

Upcoming Conferences with a BestNotes Booth:

  • November 4-7:  IECA – Scottsdale, AZ (For more information, Click HERE)

To Follow, Link, Add or Like us on social media, click on the icons at the bottom-right of this page.

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